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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,943 | $232,540+12.2% | $185,117+41.0% | $147,586+76.8% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 26.00% | 43.03%-17.0pp | 40.50%-14.5pp | 578.59%-552.6pp |
| Employer contribution / active EE | $2,845 | $5,195-45.2% | $4,182-32.0% | $4,876-41.7% |
| Participant deferral / active EE | $10,622 | $5,834+82.1% | $5,045+110.6% | $5,439+95.3% |
| Admin fee / account holder | $10,565 | $10,275+2.8% | $8,159+29.5% | $10,886-2.9% |